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Odoo Planning

Who works on what, and when: the team workload, week by week.

Shifts by person and by role, linked to the project and task, published to the team. You see at once who is overloaded, who is free, and which slot is still open.

Features

What the Planning app does.

Shifts

A person, a role, a start and an end; the duration follows their working calendar.

Linked to projects

Each shift carries its project and task: planned hours show in the project.

By role

Project manager, consultant, designer: plan the role, then pick the person.

Open shifts

A shift with nobody on it, which members of the role can take.

Publishing

The week's schedule sent to the team; everyone sees their own.

Planned and actual

Planned hours compared with hours entered in timesheets.

A worked example

Who is full, who is free, who is missing

Fictitious example: an agency sells the rebranding of a client, Teranga Foods.

The team's week 3
MoussaDesigner36 / 40 h
FatouCommunity manager36 / 40 h
AwaAccount director28 / 40 h
Open shiftPhotographer, Thursday8 h
Teranga Foods projectOther projectsOpen shiftAvailable
100 hplanned out of 120 available
83%workload
8 hto fill: the open shift
Moussa is almost full, Awa still has 12 hours. Thursday's shoot is an open shift: a photographer on the team — or a freelancer — will take it.
Getting it right

The settings that matter.

Roles first

Define five or six roles and give them to employees before planning anyone.

The right calendar

Hours, lunch break, public holidays: it gives a shift its hours.

In Senegal

What Senedoo adds.

Senegalese public holidays loaded every year
Your team's roles and calendars set up

Your projects, from quotation to margin, in a single Odoo.

An Odoo-certified consultant maps your assignments, builds your quotation and project templates, replays a finished project with you and trains the team.

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